a random assortment of articles that caught my eye…
Klarman Issues Dire Warning on Global Economy
El-Erian: Four Factors That Determine Fed’s Next Steps
Dudley: Stop Worrying About the Fed’s Balance Sheet
Tudor Jones Sees Peril in Corporate Debt Bubble
Dalio Says US Two Years from Downturn
Average American Household: $440 Increased Gas Expense Far Exceeds Tax Cuts
The Only Stock Buyers in the First Half Were Buybacks
SEC Blasts Insiders for Quietly Selling into Stock Buybacks
A US Recession Indicator Flashes Red
How a $139 Billion Fund is Trading the Trade War
Japanese Stocks: The Biggest Market Whale Can’t Buy Any More
The State of the US Economy in 11 Charts
Just 10 Stocks Accounted for More Than 100% of S&P’s First Half Gain
Geopolitical Tensions Ahead of OPEC Meeting
Bill Dudley Admits Why the Fed Got it Wrong
Is the US in a Depression? (Ask John Williams)
Bernanke: US Economy Faces Wile E. Coyote Moment
Bridgewater: We Are Bearish On Almost All Financial Assets
A Journey Through a Land of Extreme Poverty: Welcome to America
Active-Passive Debate: The Public Policy Angle
CBO: Budget and Economic Outlook
The World’s Priciest Stock Market
Why We’re Underestimating American Collapse
Quantitative Invesing: A Crisis Waiting to Happen
How to Lose $3 million in 1 Second
Deutsche Bank Trader Admits To Rigging Precious Metals Markets
John Bogle’s Warning for Index Fund Investors
Bernanke Terrifies Stock Investors Again
WSJ: Are Traders Creating a Bizarre New Feedback Loop?
Rajan: The Fundamental Problems of the Financial Crisis Are Still with Us
Fed’s Kaplan Warns Trump: “US too leveraged to use debt for growth”
Is the Fed Paying Banks Not to Lend?
Mikhail Gorbachev: It Looks as if the World is Preparing for War
Visualizing the World’s Largest Cities Throughout History
Something Wicked This Way Comes
The Fourth Turning: Where We Are Today
Hellish Choices: What’s an Asset Owner to Do?
Goldman’s Bear Case in 7 Steps
George Soros: Open Society Needs Defending
Trading Secrets: Twilight of the Central Bankers
Ed Butowsky: Calculating the True Cost of Living Increase & Why It’s Much Higher Than We’re Told
The Inevitable Failure of the US Power Grid
Jim Bullard to Wall Street — just kidding about the taper! (video)
Jim Grant on the Financial Crisis and the Fed (video, Grant starts at 10:00)
Making Money While the World Burns
Waging Wars Foolishly is Worse than Starting Them Unnecessarily
The Flash Crash (Money & Speed: Video)
Kyle Bass on Japan’s Bleak Future
Nouriel Roubini on the Trouble with Emerging Markets